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Portfolio (Quarterly) Guide ↗

Citizens Business Bank

· CIK 0001948632
13F Portfolio $610.3B AUM 229 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 2 Added 74 Reduced 6 Exited
Page 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INGERSOLL RAND INC 37,574.0 $3.0M 0.49% -312.0 -0.8% $80.12
62 EW EDWARDS LIFESCIENCES CORP Healthcare 30,969.0 $2.5M 0.41% $80.08 +1.6%
63 IJH ISHARES TR 27,372.0 $1.8M 0.30% -454.0 -1.6% $67.53 +6.9%
64 JNJ JOHNSON & JOHNSON Healthcare 6,235.0 $1.5M 0.25% $244.44 -5.6%
65 CSCO CISCO SYS INC Technology 18,691.0 $1.5M 0.24% -107.0 -0.6% $77.59 +48.9%
66 CATY CATHAY GEN BANCORP Financial Services 14,520.0 $1.4M 0.24% $99.72 -44.2%
67 AMGN AMGEN INC Healthcare 3,846.0 $1.4M 0.22% $351.85 -7.3%
68 NE NOBLE CORP PLC Energy 26,950.0 $1.3M 0.22% $49.07 +7.0%
69 ENTERGY CORP NEW 10,545.0 $1.2M 0.19% $112.36
70 NEM NEWMONT CORP Basic Materials 10,787.0 $1.2M 0.19% $108.25 +7.5%
71 CAT CATERPILLAR INC Industrials 1,648.0 $1.2M 0.19% -15.0 -0.9% $708.46 +25.4%
72 IVV ISHARES TR 1,776.0 $1.2M 0.19% $653.21 +13.7%
73 CMI CUMMINS INC Industrials 2,008.0 $1.1M 0.18% $538.02 +33.2%
74 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,070.0 $1.1M 0.17% -130.0 -10.8% $996.43 +4.5%
75 GILD GILEAD SCIENCES INC Healthcare 7,623.0 $1.1M 0.17% $139.37 -5.2%
76 V VISA INC Financial Services 3,470.0 $1.0M 0.17% -129.0 -3.6% $302.24 +6.7%
77 BKR BAKER HUGHES COMPANY Energy 16,850.0 $1.0M 0.17% -260.0 -1.5% $61.05 +5.0%
78 ALLE ALLEGION PLC Industrials 6,864.0 $997K 0.16% NEW $145.29 -13.5%
79 GLW CORNING INC Technology 6,335.0 $861K 0.14% -5K -44.5% $135.97 +53.2%
80 MEDP MEDPACE HLDGS INC Healthcare 1,790.0 $860K 0.14% $480.19 -12.7%
Page 4 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 18.1%
Consumer Cyclical 11.0%
Healthcare 9.5%
Industrials 8.6%
Energy 8.3%
Communication Services 6.4%
Consumer Defensive 3.8%
Utilities 1.7%
Basic Materials 1.4%